Legacy and Wealth Planning

Comprehensive planning and education on complex topics including estate planning strategies, tax-efficient strategies, charitable giving, and business succession. Focusing on all family members having planning that aligns with their objectives.

Consolidated Reporting

Through a best-in-class aggregated reporting service, you’ll have access to customized reports and models. View investment strategy and portfolio performance in a way that makes sense for you.

Training and education 

Develop effective decision making, work through family dynamics, communicate strategies, as well as identify educational needs to ensure family members are prepared to manage the wealth.

Family Advisory and Philanthropy

Advice and solutions for family wealth education, intentional communication and decision making, intergenerational wealth transitions, family governance, and philanthropic legacies. Focus on structuring for maximum tax benefits while passing assets to charity and family, as well as private foundation planning and administration.

Risk Management

Preservation of capital and risk management are critical components of managing wealth. We have tailored solutions that can help meet your goals in this area.


A carefully curated selection of relationships offering personal solutions.

*Wells Fargo Advisors Financial Network does not endorse these referrals and therefore gives no assurance as to the quality of their services.